Thoma Bravo Defends Software Portfolio Amid AI
Orlando Bravo, founder and managing partner of Thoma Bravo, defended the firm's software portfolio in a Tuesday CNBC interview, saying sector expertise and deep diligence set its companies apart amid scrutiny over private-market valuations and liquidity. He acknowledged overpaying for Medallia in a $6.4 billion 2021 take-private deal that impaired equity, but said roughly 77 other portfolio companies are performing strongly as AI accelerates disruption in public software peers.
Scoring Rationale
Official founder remarks provide credible, timely insight into private-software valuations; limited broader novelty beyond firm-specific disclosure.
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